Making Manual Edits on a Customer's Account

Overview:

Sometimes in a customer's account, you might need to make a manual edit when it comes to the funds on their account.

Preconditions:

Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.

• Access to the Customers Module

• The ability to edit a customer profile

Steps:

Follow the below steps to making manual edits:

1. Go to the Customers module. 
2. Find the customer you are looking to edit.
3. Click on the customer.
4. Within the customer edit window, select Accounts. Select from the left-hand side if you would like to edit the member balance, customer credit, or open invoice account. (if you are not given the option to edit, go to the Information tab and mark the customer as a member).
5. To make changes, you can either add a certain amount, subtract a certain amount or replace with a new amount. Enter the amount into the "Amount to Change" section, then hit "Confirm New Balance". 
6. Click "Save" to update.

FAQ: 

Q: Do manual edits impact your Z out report?

A: No. These manual edits do not change or update anything within your end of day reports. So really double check and make sure the manual edit is correct before finalizing.

For further assistance, please contact our Support Team at [e-mail] or 800-929-5737